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Twelfth Annual Tax Symposium



October 4, 2003

Teaching Old Dogs New Tricks…
Charles M. Lax

  • Tax Planning After the 2003 Tax Act
  • Dividends vs Compensation
  • Structuring Business Sales
  • Choice of Entity; C, S, or LLC

Split Dollar Programs Revisited
Robert D. Kaplow

  • What is Split Dollar
  • New Rules
  • Changes That Must Be Made Before January

HIPAA Compliance – The Privacy Requirements For Health Plans

  • Which Health Plans are Covered
  • Purpose and Objective of HIPAA
  • Compliance Dates, Penalties, and Requirements

Breakout Session A – Protecting Assets and Loved Ones

Taking Care of Those Who Took Care of You

  • Titling of Assets
  • Estate Planning vs Medicaid Planning
  • Long Term Care

Inherited Wealth: Protecting Children from Themselves and Others
William E. Sigler

  • Providing for Children
  • Safeguarding the Wealth
  • Incentivizing the Children

ABCs of Asset Protection
Geoffrey N. Taylor

  • Persons Needing Asset Protection
  • Assets Protected by Law
  • Asset Protection Techniques

Breakout Session B – Real Estate Tax Planning Techniques and Opportunities

Section 1031 Tax Deferred Exchanges: Basic Tenets and Modern Problems
Steven D. Sallen

  • Multi-Asset Exchanges
  • Seller Financing
  • Exchanges for Property to be Constructed

Leasing Tax Consequences
Richard F. Roth

  • Lease Acquisition and Tenant Improvement Costs
  • Cost of Canceling, Extending, or Renewing a Lease
  • Advance Rentals and Security Deposits

Planning for the Disposition of Membership Interests
Stuart M. Bordman

  • Determining Inside and Outside Basis
  • Tax Consequences of the Sale of a Membership Interest
  • Disguised Sales